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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,995 | $76,407-52.9% | $150,298-76.1% | $82,448-56.3% |
| Participation rate | 48.3% | 66.4%-18.1pp | 77.8%-29.5pp | 68.1%-19.8pp |
| Annual return | 15.29% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $34 | $2,614-98.7% | $4,154-99.2% | $2,551-98.7% |
| Participant deferral / active EE | $2,829 | $3,214-12.0% | $5,453-48.1% | $4,139-31.7% |
| Admin fee / account holder | $520 | $6,352-91.8% | $14,116-96.3% | $7,234-92.8% |